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Kyle Christopher Youngblood

Td Private Client Wealth LLC

Columbia, SC

Sarasota, FL

CRD 4456313

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Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Td Private Client Wealth Llc

1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-09-06
MO RA APPROVED 2024-08-28
OH RA APPROVED 2024-07-22
CT RA APPROVED 2023-09-21
WA RA APPROVED 2021-10-29
NY RA APPROVED 2021-08-19
AZ RA APPROVED 2021-05-03
HI RA APPROVED 2021-02-23
VT RA APPROVED 2020-02-14
MI RA APPROVED 2018-12-05
DC RA APPROVED 2018-11-19
WI RA APPROVED 2018-10-31
IN RA APPROVED 2018-07-05
OR RA APPROVED 2018-06-19
TX RA APPROVED 2018-05-18
IL RA APPROVED 2018-04-13
KY RA APPROVED 2018-02-26
NJ RA APPROVED 2018-02-23
CO RA APPROVED 2018-01-31
GA RA APPROVED 2016-11-01
NH RA APPROVED 2016-08-15
MA RA APPROVED 2016-04-26
FL RA APPROVED 2016-04-25
DE RA APPROVED 2016-04-19
MD RA APPROVED 2016-04-19
PA RA APPROVED 2016-04-19
VA RA APPROVED 2016-04-19
CA RA APPROVED 2016-03-23
NC RA APPROVED 2016-03-23
SC RA APPROVED 2016-03-08
  • KS RA
    APPROVED
    Since 2024-09-06
  • MO RA
    APPROVED
    Since 2024-08-28
  • OH RA
    APPROVED
    Since 2024-07-22
  • CT RA
    APPROVED
    Since 2023-09-21
  • WA RA
    APPROVED
    Since 2021-10-29
  • NY RA
    APPROVED
    Since 2021-08-19
  • AZ RA
    APPROVED
    Since 2021-05-03
  • HI RA
    APPROVED
    Since 2021-02-23
  • VT RA
    APPROVED
    Since 2020-02-14
  • MI RA
    APPROVED
    Since 2018-12-05
  • DC RA
    APPROVED
    Since 2018-11-19
  • WI RA
    APPROVED
    Since 2018-10-31
  • IN RA
    APPROVED
    Since 2018-07-05
  • OR RA
    APPROVED
    Since 2018-06-19
  • TX RA
    APPROVED
    Since 2018-05-18
  • IL RA
    APPROVED
    Since 2018-04-13
  • KY RA
    APPROVED
    Since 2018-02-26
  • NJ RA
    APPROVED
    Since 2018-02-23
  • CO RA
    APPROVED
    Since 2018-01-31
  • GA RA
    APPROVED
    Since 2016-11-01
  • NH RA
    APPROVED
    Since 2016-08-15
  • MA RA
    APPROVED
    Since 2016-04-26
  • FL RA
    APPROVED
    Since 2016-04-25
  • DE RA
    APPROVED
    Since 2016-04-19
  • MD RA
    APPROVED
    Since 2016-04-19
  • PA RA
    APPROVED
    Since 2016-04-19
  • VA RA
    APPROVED
    Since 2016-04-19
  • CA RA
    APPROVED
    Since 2016-03-23
  • NC RA
    APPROVED
    Since 2016-03-23
  • SC RA
    APPROVED
    Since 2016-03-08

Branch Locations

1501 Main Street 3Rd Floor, Columbia, SC 29201 • United States

3450 Clark Road, Sarasota, FL 34231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Bank N.A. Columbia SC 02/2016 Present
Td Private Client Wealth Llc Columbia SC 02/2016 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-10-24
  • S63 Uniform Securities Agent State Law Examination
    2001-10-24
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

More in Columbia, SC

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